LPL Financial
FLUD icon

LPL Financial’s Franklin Ultra Short Bond ETF FLUD Stock Holding History

LPL Financial’s Portfolio FLUD Stock Details FLUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$47.8M Buy
1,911,120
+430,792
+29% +$10.8M 0.01% 1067
2026
Q2 		$37.1M Buy
1,480,328
+741,381
+100% +$18.5M 0.01% 1178
2026
Q1 		$18.5M Buy
738,947
+562,939
+320% +$14.1M ﹤0.01% 1523
2025
Q4 		$4.4M Buy
176,008
+64,095
+57% +$1.6M ﹤0.01% 2646
2025
Q3 		$2.81M Buy
111,913
+101,132
+938% +$2.53M ﹤0.01% 3002
2025
Q2 		$270K Buy
+10,781
New +$269K ﹤0.01% 4848

Other funds holding FLUD

Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
JPLA
Joseph P. Lucia & Associates Yorktown Heights, New York $346M AUM 20.07% 1-Year Est. Return
RiverTree Advisors
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
IFG Advisory
IFG Advisory Atlanta, Georgia $3.01B AUM 18.54% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Flagship Harbor Advisors
Flagship Harbor Advisors Boston, Massachusetts $2.69B AUM 15.82% 1-Year Est. Return
Nations Financial Group
Nations Financial Group Cedar Rapids, Iowa $2.01B AUM 24.56% 1-Year Est. Return

LPL Financial's FLUD Position: Q3 2026 in Review

LPL Financial increased its Franklin Ultra Short Bond ETF (FLUD) stake by 29% in Q3 2026, buying an estimated $10.8M and bringing the position to 1,911,120 shares worth $47.8M. The position accounts for 0.01% of the portfolio, ranked #1067.

LPL Financial first reported a position in FLUD in Q2 2025 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold FLUD as of Q3 2026.

  • LPL Financial held 1,911,120 shares of Franklin Ultra Short Bond ETF worth $47.8M as of Q3 2026.
  • LPL Financial bought 430,792 Franklin Ultra Short Bond ETF shares in Q3 2026, an estimated $10.8M.
  • Franklin Ultra Short Bond ETF made up 0.01% of LPL Financial's portfolio in Q3 2026, its #1067 holding.
  • LPL Financial first reported a position in Franklin Ultra Short Bond ETF in Q2 2025 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Franklin Ultra Short Bond ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.